Homeoffice Transaction Manager, Custody – Perpetual Corporate Trust chez Perpetual

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• An exciting client facing role, backed by the strength of the largest domestic alternative custodian in the Australian market

• Be part of a brand that’s been named Trustee of the Year 9 years running

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore.   We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we’re committed to service excellence and enabling client success through innovation and integrity.

In this dual-role position, you will be a key contributor to both sales and client onboarding for the Custody business. You’ll be responsible for supporting material sales growth and help expand our client base (40% of the role), while also providing exceptional service during new client appointments and ensuring a smooth onboarding experience (60% of the role). Success in this role relies on strong communication and collaboration across clients, the Custody team, the Sales team, and other internal and external stakeholders.

About the Role

• Responsibility for delivering the new business financial targets for the Managed Funds Services (MFS)  Custody business.

• Support the Sales strategy for MFS Custody Business.

• Support business development activities and complete all sales KPI’s on a daily, weekly, monthly basis.

• Manage all new client activity through Salesforce and generate regular business reports.

• Negotiate pricing for new transactions and prepare client pitches and proposals for new and existing custody clients.

• Provide client/market insights and trends to support new products required to continue the business to lead in each of its chosen markets.

• Lead initial and ongoing discussions with clients for new appointments, including attend meetings.

• Manage the completion of KYC where required.

• Collaborate with the Custody business to confirm operational and regulatory capabilities.

• Negotiate and oversee the execution of appointment documents. This includes taking the lead on managing key stakeholders in the onboarding process, notably lawyers, investment managers/key service providers, other relevant internal areas, as required.

• Demonstrate good knowledge of applicable regulatory developments and changes which may affect the operation of Perpetual’s custody and trustee clients.

• Complete onboards efficiently and autonomously.

• Update key systems with new appointments, as required.

• Provide a handover of new appointments to the client management teams. 

• Assist in projects and continuous improvement initiatives, as required.

About you

We’re interested in hearing from people who have:

• Tertiary qualifications (Business/ Accounting/ Economics or Law)

• Have worked in financial services for at least five years with at least two years’ experience in onboarding or similar role

• Experience in reviewing and negotiating legal and contractual documentation, including custody, escrow and nominee agreements

• Existing product knowledge across the managed funds and asset management industries

• Demonstrable stakeholder and time management skills

• Strong negotiation and presentation skills

• Self-motivated high performer with ‘can do’ attitude

• Results driven and data orientated

• Networking and relationship management skills.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.